Chartered Financial Planner

Cathedral Appointments Ltd
09 Nov 2018
08 Dec 2018
Contract Type
Full Time
Introduction/Job Overview:

Established and growing independent financial advisor business based in Exeter. Who are keen to appoint an experienced Chartered Financial Planner Wealth Director to grow and move the business forward. There is no need to bring a book of clients. But arrangement can be made if this is an option. The role will focus on the strategic development of the businesses and you will also be responsible for an established and well managed client bank.


My client is focused on building long term relationships with a wide range of high net worth individuals. The role will involve managing the financial performance of the business, maintaining high ethical standards, and devising and implementing a growth strategy. You will also be expected to meet clients and present at seminars and events locally.


Minimum of Diploma CII level 4 and ideally working at the Chartered level.


Equity opportunity and long-term career plan in an established and growing business.


Financial Planner Financial Advisor Chartered Advisor IFA – Wealth Advisor

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